04_Revenue Operations / CRM & Automation Specialist

(Remote) Work Model: 100% Remote (LATAM) About the Role We are looking for a highly RevOps / CRM & Automation Specialist to architect and optimize our revenue-generating processes across sales, marketing, and customer success. In this role, you will go far beyond basic CRM administration; you will be the architect of our digital workflows, responsible for connecting our tech stack and implementing AI-driven agents to eliminate manual data entry, automate lead qualification, and hyper-personalize sales outreach. The adecuado candidate is a systems-thinker who loves connecting apps, structuring data, and finding innovative ways to leverage Artificial Intelligence to close deals faster.

Key Responsibilities

- Administer and optimize CRM platforms (HubSpot, Salesforce, or similar) to ensure pristine data hygiene and accurate pipeline tracking.
- Architect and deploy advanced workflow automations (using Zapier, Make/Integromat) seamlessly integrated with LLM APIs (OpenAI, Anthropic) to automate repetitive sales tasks and communications.
- Design, implement, and manage internal or customer-facing AI agents (e.g., automated email drafting, AI chatbots for lead triage, call transcription summarizers) tailored to our sales funnel.
- Build and maintain performance dashboards to provide real-time visibility into revenue metrics and conversion rates.
- Audit existing operational bottlenecks and propose tech-enabled, AI-powered solutions to radically increase the sales team's productivity.
- Document complex technical workflows and train internal teams on how to adopt newly implemented AI systems.

Required Skills & Experience

- 2-4 years of experience in Revenue Operations, SalesOps, MarketingOps, or Systems Administration.
- Expert-level knowledge of major CRMs (HubSpot is highly preferred) and automation platforms (Zapier, Make).




- Advanced prompt engineering skills and hands-on experience connecting Generative AI models to CRMs and external databases via webhooks and APIs.
- Proven ability to build complex, multi-step automations that utilize AI modules (e.g., routing leads based on AI sentiment analysis, automated CRM enrichment).
- Advanced English proficiency (B2/C1) to communicate effectively with US-based sales and marketing teams.
- Strong analytical skills and a basic understanding of web technologies (HTML, CSS, JSON, basic JavaScript/Python).

What We Offer

- Competitive compensation
- 100% remote work structure with a standard Monday-Friday schedule.
- The opportunity to drive direct revenue impact by modernizing the tech stack and deploying AI for growing US businesses.

AI Screening – RevOps / CRM & Automation Specialist

Must Have:

- 2–4 years of experience in Revenue Operations, Sales Operations, Marketing Operations, or Systems Administration.
- Advanced hands-on experience with HubSpot (preferred), Salesforce, or similar CRM platforms.
- Strong experience with Zapier and/or Make to build complex, multi-step automations.
- Practical experience integrating Generative AI models (OpenAI, Anthropic) with CRMs and external databases.
- Knowledge of APIs, webhooks, and advanced prompt engineering.
- Experience building AI agents, chatbots, lead qualification, automated outreach, and CRM enrichment workflows.
- Ability to build revenue dashboards and track pipeline, conversion rates, and sales performance.
- Advanced English (B2/C1).
- Basic technical knowledge of JSON, HTML, CSS, and JavaScript or Python.
- Strong analytical, problem-solving, and process optimization skills.
- Experience implementing AI-driven lead scoring and sentiment analysis.
- CRM integrations with marketing and customer success platforms.
- Experience documenting workflows and training teams on automation tools.

📌 04_Revenue Operations / CRM & Automation Specialist (Santiago de Querétaro)
🏢 Cobalto Talent
📍 Santiago de Querétaro